$15,000: Level 1: Join or Launch a Fund

The First Ever Immersive Private Equity & Venture Capital Program

  • MONDAY NIGHTS (LIVE REMOTE) : Immersive Practical Investment Committee Training

  • WEDNESDAY NIGHTS (LIVE REMOTE) : Financial Modeling & Theory

  • WEDNESDAY AFTERNOONS (LIVE REMOTE): Live Networking With Investors

  • LIVE IN PERSON EVENTS/NETWORKING: With Active Private Equity / VC Investors

  • ONE ON ONE COACHING (LIVE REMOTE): We'll Develop a Personalized Career Plan For You

  • SELF GUIDED LECTURES: See Modules Below

  • FUND: Thesis & Deck Development

  • FUND: Fund Modeling & Portfolio Construction Support

  • FUND: Formation & Compliance Insights, & Reporting Training

  • FUND: Fundraising Training

$15,000: Level 2: FUND Accelerator

Network With Other Established Fund Managers & Institutional Investors

  • All of the above in Level 1

  • Private 5 Week Curated Mentorship Sessions with Allocators

  • Private Access to LP Events

  • Support Group of Established Fund Managers

  • Live Working Groups on Institutional Knowledge

  • Private Cohort with Dedicated Support

  • Exclusive Partnerships with Institutional Service Providers (Attorneys, Accountants, Fund Admins, etc..)

  • Private Graduation Event Featuring Your Fund

$25,000: Level 3: VIP LP Mentorship Program

Build Authentic Institutional Relationships

  • All of the above in Levels 1 and 2

  • Yearly Private Access to VIP LP Only Events Across the Globe

  • Cobuilding Advisory for VIP LP Events

Meet Our Alumni Community

Switch Careers into Private Equity & Venture Capital, then Launch Your Own Fund

Self Guided Modules

Academic Theory, Financial Modeling, & Fund Strategy Development

  • 1

    Orientation

    • Onboarding
  • 2

    Resources, Access, & Support

    • Framework for Success

    • Zoom Meetings & Calendar Invites

    • Join Slack Channel

    • Dealflow Outreach Best Practices & Guidelines

    • Live Sessions (recorded on private Facebook group): Monday Partners Meetings & Wednesday Academic Sessions

    • Guest Investor (VC & Private Equity) Speaker Recordings

    • 1-1 Coaching / Office Hours

    • Instructor (Roles & Resonsibilities)

    • Link to Deal Tool using Spinup

    • Questions & Support
  • 3

    The Investment Management Universe

    • Video: Investment Management Universe

    • Slides (Invesment Management Universe)

    • Slides (Buy Side vs. Sell Side)

    • Reference Links

    • Slides: Intro to Hedge Funds

    • Video: Intro to Hedge Funds
  • 4

    Private Equity & Venture Capital Landscape

    • Video: Private Equity and Venture Capital Landscape

    • SLIDES: How Private Equity & Venture Work Together

    • SLIDE: VC Funding Stages

    • SLIDES: The Evolution of Venture Capital

    • Referenced Links
  • 5

    Private Equity & VC Career Pathways

    • Career Pathways

    • Venture Capital Career Pathways

    • Reference Links

    • Your Career Plan

    • How to Pivot as An Experienced Professional

    • Compensation Surveys in Private Equity / VC
  • 6

    Intro to Private Equity (Private Equity 101)

    • Video: Private Equity 101

    • Private Equity 101 Slides

    • Reference Links

    • Mentorship Session with a Massive PE Firm
  • 7

    Corporate Venture Capital: Strategic & Financial Strategies

    • VIDEO: Corporate Venture Capital

    • Corporate Venture Capital Fundamentals & Objectives

    • Reference Links

  • 8

    Secondary Markets and Transactions

    • Secondaries - Video Lecture

    • Secondary Markets, How to Start a Secondaries Business, Mechanics, etc..
  • 9

    Private Equity / VC Processes & Frameworks

    • VC Processes and Frameworks

    • VC Processes & Frameworks.pdf

    • Solo Capitalists and How They Are Innovating on the Venture Model

    • Referred: Different Types of Returns

    • Spreadsheet for Different Types of Returns
  • 10

    Market Sizing

    • Video: Marketsizing & Penetration

    • Slides: Marketsizing & Penetration

    • Reference Links - data cheatsheets
  • 11

    Developing an Investment Thesis & Investor Lens

    • Video: How to Develop an Investment Thesis

    • Slides: Investment Thesis

    • Investment Thesis Examples
  • 12

    Sourcing Deals and Logistics

    • Video: Sourcing Logistics

    • Slides: Sourcing Logistics

    • Video: How to Source Deals (Private Equity & VC)

    • Slides: Additional Sourcing Strategies

    • Reference Links - Sourcing Deals

    • Monday Partners Meeting - Trello Board

    • DEAL SHEET Template
  • 13

    Dealflow Outreach: What to say to Founders, How to PASS

    • Dealflow Outreach Strategies

    • Pass Email Example

    • WHY VCs Don't Sign NDAs

    • Startup Outreach Strategies
  • 14

    Part 1: Intro to 3 statement Models + Case Study

    • Lecture Slides: Intro: 3 Statement Model + Case Study (healthcare deal)

    • Resource: Excel 3 Statement Model link

    • Resource: Excel: Case Study Financial Model

    • Resource: Deal Exec Summary

    • Resource: Private Placement Memorandum

    • Resource: Calculator - Example of how depreciation might look for a certain asset
  • 15

    Part 2: Financial Statements, Financial Modeling, & KPIs

    • Video: Additional Refresher: Financial Statements & KPIs

    • Slides: Additional Refresher: Financial Statements & KPIs

    • Link to Model: (make a copy)

    • Video: Guest Lecturer with a CFO who manages Venture Backed Deals

    • Slides: Guest Lecturer with a CFO who manages Venture Backed Deals

    • 3 Statement Financial Model (Download)

    • Revenue & Churn Analysis Model

    • Reference Links

    • User Retention Benchmarks

    • Good MRR Growth Example

    • How to model an SPV

    • Return Analysis Model & Explanation from a Top VC

    • Mobile Growth Marketing Financial Model

    • VC Scorecard method

    • VIDEO: Statement of Cashflows vs. Cashflow Statement

    • EXCEL MODEL: Statement of Cashflows vs. Cashflow Statements

    • VIDEO: Waterfall / Return Analysis

    • EXCEL MODEL: Waterfall / Return Analysis

    • Excel: Venture Capital to Private Equity Exit Life Cycle Interview Case Study

    • Slides: Venture Capital to Private Equity Exit Life Cycle Interview Case Study

    • Video: Venture Capital to Private Equity Exit Life Cycle Interview Case Study

    • Slides: Private Equity Deal - End to End Deal Deal Overview

    • Excel: Private Equity Deal - End to End Deal Deal Overview

    • Video: waterfall & catchup model

    • waterfall & catch up excel model
  • 16

    Discounted Cashflow

    • VIDEO: Discounted Cash Flow

    • Discounted Cash Flow Case Study 1

    • Links
  • 17

    Leveraged Buy Outs (Models)

    • Leveraged Buyouts Basics & Financial Model Walkthrough - Video

    • Leveraged Buyout - Slides

    • Leveraged Buyout Model (download excel)

    • Excel Model: 2nd Leveraged Buyout Model Case Study

    • Video: Leveraged Buyout Model Video

    • Building an LBO From Scratch (VIDEO)

    • Building an LBO from Scratch (excel models, financial data)
  • 18

    Weighted Average Cost of Capital

    • VIDEO: Weighted Average Cost of Capital

    • Excel Model - Weighted Average Cost of Capital

    • WACC: Filled in template
  • 19

    Real Estate Private Equity

    • VIDEO: Real Estate Private Equity

    • Excel Spreadsheet - Real Estate PE

    • Real Estate PE Deck / Deal

    • Updated Model
  • 20

    Mergers and Acquisitions

    • VIDEO M&A Transaction Part 2 - Detailed Excel Analysis & Waterfall

    • Slides: M&A Transaction Part 2 - Detailed Excel Analysis & Waterfall

    • EXCEL: M&A Transaction Financial Model - Detailed Excel Analysis & Waterfall
  • 21

    Valuation and Ownership

    • Video: Valuation and Ownership

    • EXERCISE: Modeling out the Discount vs. Valuation Cap

    • Slides: Valuation

    • Helpful links

    • How to determine Valuation (more kpis & metrics)

    • Variation in valuations that goes unexplained = AKA the Dark Matter
  • 22

    Funding Vehicles

    • Video: Funding Vehicles

    • Slides: Funding Vehicles

    • Reference Links

    • Build Your Own Fund Model

    • Funding Rounds and Sizes

    • Video: The Evolution of Fund I to III

    • SLIDES: The Evolution of Venture Capital

    • LP who teaches Fund Modeling

    • How to Raise Money from LPs on Twitter
  • 23

    Cap Tables & Return Analysis

    • Co-founders Agreement Best Practices

    • Video: Captables , Return Analysis, & Waterfall Analysis

    • Slides: Captables & Waterfall Analysis

    • Captable & Return Analysis Model

    • Additional simple captable without valuation cap

    • Case Studies on Different Types of Returns

    • Early Stage example of $500k to $3B
  • 24

    Data Rooms

    • What & Why a Data Room?

    • Video: Data Rooms

    • Dataroom Checklist

    • Dataroom Artifacts
  • 25

    Tech Stacks & VC Platforms

    • Video: The Tech Stacks of Venture Capital

    • Slides: The Tech Stack of Venture Capital
  • 26

    Industries & Exit Trends

    • Industry & Exit Trends
  • 27

    Diligence

    • Due Diligence

    • Diligence
  • 28

    Investment Committee Process / How to Write Investment Memos

    • Investment Committee Process / How to Write Memos

    • Slides: Investment Committee Process & How to Write Memos

    • Template : Investment Committees

    • Investment Memo Templates
  • 29

    Term Sheets

    • term sheets

    • Exploding Term Sheets

    • Legal Templates & Sample Term Sheets

    • Examples of SAFE & Convertible Note Templates

    • Accelerators & Terms
  • 30

    Board Meetings

    • boards
  • 31

    Investment Committees at Sutton

    • The Investment Committee Template

    • Investment Committee: 1 (Food Tech Deal)

    • Investment Committee: 2 (Space Deal)

    • Investment Committee: 3 (Cyber Security)

    • Investment Committee: 4 (Fintech)

    • Investment Committee: 6 (Hydrogen Energy / Cleantech)

    • Investment Committee: 7 (B2B Saas)

    • Investment Committee: Space / Fintech

    • Late Stage Ed Tech

    • Investment Committee: Aviation Deep Tech Company

    • Quantum Computing Deal

    • Quantum Deal: Return Analysis
  • 32

    Qualified Small Business Stock (QSBS)

    • Qualified Small Business Stock (QSBS) Definition and Tax Benefits

    • QSBS Tax Benefits: How to Use Qualified Small-Business Stock
  • 33

    Due Diligence Portfolio Phone Calls (Recordings)

    • B2B SaaS

    • Healthtech

    • Deep Tech - Aviation

    • Food Tech

    • Deep Tech / Aviation

    • Healthcare Delivery Startup - Africa

    • Delivery Service Aggregator (B2B deal)

    • Nuclear Energy Deal

    • Fashion Tech Consumer App

    • Sports Betting / Fantasy Sports Startup

    • Enterprise Fintech Deal (Corporate Reporting/Reimbursements)
  • 34

    Family Offices

    • Family Offices & Fund Manager Selection
  • 35

    Guest Speakers

    • Digital Health Trends

    • Founders Perspectives on VCs
  • 36

    Performance Reporting

    • TVPI & MOIC

    • Excel Models for Performance Reporting

    • fund performance reporting
  • 37

    Career Prep

    • VC & Private Equity Career Roadmap Template

    • Resume & Coverletter Template

    • Career Titles

    • Goals: Self Reflection

    • Your VC / PE Career Toolkit

    • VC / Private Equity Job Tracker Spreadsheet

    • Practice Interview Question - Return Analysis

    • Good Blogs & Reading

    • Case Study #1: Slides and Models: Digital Health Interview Financial Model Case Study

    • Case Study #1: Video: Digital Health Interview Financial Modeling Case Study

    • Case Study #2: Quantitative Valuation - Financial Model Case Study (download the model)

    • Case Study #2: VIDEO: Quantitative Valuation - Financial Model Case Study

    • Case Study #3 : Medical Device Company Decks & Models

    • Case Study #3 (PART1) : VIDEO Medical Device Company Lecture

    • Case Study #3: Part 2: VIDEO Medical Device Company Lecture

    • Case Study 4: Convertible Securities & Dilution

    • Case Study 4: Convertible Securities & Dilution (Excel Model)

    • Mock interviews & resume prep / career coaching

    • Case Study 5 (Part 1): SAFE Edge Cases when it comes to liquidity

    • Case Study 5 (Part 2): SAFE Edge Cases when it comes to liquidity

    • EXCEL DOWNLOAD Case Study 5 (Part 2): SAFE Edge Cases when it comes to liquidity

    • Case Study 6: Video: ARR & Revenue Analysis

    • Case Study 6: Excel ARR & Revenue Analysis
  • 38

    Launch Your Own Fund

    • The Fund Brand

    • The Emerging Fund Manager Universe

    • Institutional LP / Allocator Universe

    • How to Reach out to LPs

    • Fund Manager Career Trajectory

    • The Evolution of Fund I to III

    • Fund Manager Tools

    • Due Diligence Checklists / Recycling Distributions Best Practices

    • Fund Team Dynamics / Best Practices

    • Building an Institutional Investment Track Record

    • Typical LP Questions - to be AWARE of

    • Developing a Fund Strategy

    • Differentiating your Fund

    • Fund Portfolio Construction

    • Portfolio Construction Resources

    • Fund Terms Best Practices

    • Video: Saving Money with management Fee Offsets

    • Save Money on Your GP Commit with Management Fee Offsets

    • Friendly Terms for both Funds & LPs

    • Live Chat With a Multibillion Dollar Single Family Office who invests in funds

    • Live Video with an LP Investing in Funds

    • Live Video with an LP: Single Family Office in USA

    • Live Video with an LP: Single Family Office in the UK

    • Live Video with an LP: Fund of Funds

    • Fund Model Template

    • Fund Modeling (video lecture by an LP)

    • How LPs Conduct Due Diligence

    • Build vs. Buy for Fund Managers

    • Performance Reporting

    • Fund Datarooms Templates & Best Practices

    • LP Deck & Fundraising Templates (for educational purposes only)

    • Legal / Compliance Best Practices

    • Fund Marketing & Fundraising Best Practices

    • LP Update Template

    • Company Updates to LPs & Fund Managers

    • Fund Manager Demo Day

    • Fund Admin , Audit, and Tax Best Practices